First Trust Low Duration Opportunities ETF $LMBS Shares Purchased by Integrated Wealth Concepts LLC

Posted by Paula Ricardo on Mar 17th, 2026

Integrated Wealth Concepts LLC raised its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 12.5% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 366,056 shares of the company’s stock after purchasing an additional 40,739 shares during the period. Integrated Wealth Concepts LLC owned 0.33% of First Trust Low Duration Opportunities ETF worth $18,226,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LMBS. CX Institutional acquired a new stake in shares of First Trust Low Duration Opportunities ETF in the third quarter valued at about $28,000. Financial Network Wealth Advisors LLC acquired a new position in First Trust Low Duration Opportunities ETF during the third quarter worth about $29,000. Hollencrest Capital Management purchased a new stake in First Trust Low Duration Opportunities ETF during the 2nd quarter valued at about $31,000. Hazlett Burt & Watson Inc. grew its stake in First Trust Low Duration Opportunities ETF by 160.0% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 650 shares of the company’s stock valued at $32,000 after acquiring an additional 400 shares in the last quarter. Finally, Asset Dedication LLC acquired a new stake in First Trust Low Duration Opportunities ETF in the 2nd quarter valued at about $67,000.

First Trust Low Duration Opportunities ETF Price Performance

LMBS opened at $50.10 on Tuesday. The company’s 50 day simple moving average is $50.21 and its two-hundred day simple moving average is $50.04. First Trust Low Duration Opportunities ETF has a 1-year low of $48.37 and a 1-year high of $51.98.

First Trust Low Duration Opportunities ETF Announces Dividend

The business also recently declared a monthly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 20th were issued a $0.17 dividend. This represents a c) annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend was Friday, February 20th.

First Trust Low Duration Opportunities ETF Company Profile

(Free Report)

The First Trust Low Duration Opportunities ETF (LMBS) is an exchange-traded fund that is based on the Bloomberg U.S. MBS index. The fund is an actively managed fund that invests in a variety of mortgage-backed securities with target duration of less than 3 years. LMBS was launched on Nov 4, 2014 and is managed by First Trust.